ISVL vs. DDLS
Compare and contrast key facts about iShares International Developed Small Cap Value Factor ETF (ISVL) and WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund (DDLS).
ISVL and DDLS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ISVL is a passively managed fund by iShares that tracks the performance of the FTSE Developed ex US ex Korea Small Cap Focused Value Index. It was launched on Mar 23, 2021. DDLS is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Dynamic Currency Hedged International SmallCap Equity Index. It was launched on Jan 7, 2016. Both ISVL and DDLS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISVL or DDLS.
Correlation
The correlation between ISVL and DDLS is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ISVL vs. DDLS - Performance Comparison
Key characteristics
ISVL:
0.85
DDLS:
0.70
ISVL:
1.29
DDLS:
1.06
ISVL:
1.18
DDLS:
1.15
ISVL:
1.22
DDLS:
0.96
ISVL:
3.45
DDLS:
3.45
ISVL:
4.44%
DDLS:
3.25%
ISVL:
18.04%
DDLS:
16.19%
ISVL:
-30.48%
DDLS:
-36.80%
ISVL:
0.00%
DDLS:
-0.32%
Returns By Period
In the year-to-date period, ISVL achieves a 11.48% return, which is significantly higher than DDLS's 3.84% return.
ISVL
11.48%
0.44%
6.97%
14.70%
N/A
N/A
DDLS
3.84%
-0.10%
5.42%
10.81%
13.22%
N/A
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ISVL vs. DDLS - Expense Ratio Comparison
ISVL has a 0.30% expense ratio, which is lower than DDLS's 0.48% expense ratio.
Risk-Adjusted Performance
ISVL vs. DDLS — Risk-Adjusted Performance Rank
ISVL
DDLS
ISVL vs. DDLS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares International Developed Small Cap Value Factor ETF (ISVL) and WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund (DDLS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ISVL vs. DDLS - Dividend Comparison
ISVL's dividend yield for the trailing twelve months is around 3.51%, less than DDLS's 3.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISVL iShares International Developed Small Cap Value Factor ETF | 3.51% | 3.91% | 3.82% | 3.37% | 2.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DDLS WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund | 3.65% | 4.11% | 4.05% | 5.44% | 3.18% | 3.16% | 3.68% | 1.75% | 1.60% | 3.46% |
Drawdowns
ISVL vs. DDLS - Drawdown Comparison
The maximum ISVL drawdown since its inception was -30.48%, smaller than the maximum DDLS drawdown of -36.80%. Use the drawdown chart below to compare losses from any high point for ISVL and DDLS. For additional features, visit the drawdowns tool.
Volatility
ISVL vs. DDLS - Volatility Comparison
iShares International Developed Small Cap Value Factor ETF (ISVL) has a higher volatility of 12.40% compared to WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund (DDLS) at 10.86%. This indicates that ISVL's price experiences larger fluctuations and is considered to be riskier than DDLS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.